Relationship and Operations Manager

Essential Functions

• Provide white-glove service to advisors and clients through proactive communication and relationship management.
• Act as the primary contact for custodians to ensure smooth account processing.
• Ensure compliance with periodic client review requirements.
• Process new accounts, cashiering, transfers, and maintenance requests with accuracy and timeliness.
• Complete money movements per advisor or client requests while maintaining compliance standards.
• Maintain accurate and complete client information in databases and systems.
• Stay current with operational updates and ensure data integrity.
• Cookordinate projects by defining expectations, timelines, and deliverables.
• Communicate project expectations clearly to team members and management.
• Aid in developing processes and procedures to increase accuracy and streamline workflows.
• Delegate tasks effectively and monitor progress to meet project goals.
• Lead regular skill and competency training sessions.
• Support mentees as a subject matter expert in multiple operational areas.
• Encourage personal and professional growth among team members.
• Research and resolve operational challenges using available tools.
• Source accurate answers, identify opportunities for improvement, and implement solutions to drive efficiency.

Requirements

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry required.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.
• Exceptional attention to detail with curiosity and eagerness to learn.
• Able to compile statistics and reports accurately.
• Excellent organizational, project management, and time management skills.
• Able to manage multiple projects with precision.
• Strong written and verbal communication skills.
• Desire for continual personal and professional growth.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred.
• Minimum of five years of experience in financial services or banking industry required.
• Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred.
• Proficiency in Microsoft Office applications including Word, Access, Excel, and Outlook.
• Strong research and problem-solving skills.
• Exceptional attention to detail with curiosity and eagerness to learn.
• Able to compile statistics and reports accurately.
• Excellent organizational, project management, and time management skills.
• Able to manage multiple projects with precision.
• Strong written and verbal communication skills.
• Desire for continual personal and professional growth.

Skills

• Proactive communication and relationship management.
• Accountant and financial advisor office tools proficiency.
• Microsoft Office applications proficiency.
• Research and problem-solving skills.
• Data integrity and accuracy.
• Project management and time management.
• Effective communication skills.
• Continuous learning and improvement.

Benefits

• Starting annual base salary between $65,000-$77,500.
• Variable compensation potential (Bonus and/or commissions).
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.